Welcome to The Tom Bilyeu Show, broadcasting LIVE from London for our final morning across the pond. In today’s episode, Tom and Drew break down a packed news cycle — from the rumored 30-day Iran ceasefire extension to the explosive reports that Netanyahu had his “hair on fire” after Trump informed him of the framework. Together, they unpack what the deal actually means, whether it’s a genuine path to peace or just another tool to manipulate the bond market, and why four U.S. bond markets are flashing historic warning signs at the exact same time.Joining Tom is Drew, who pushes back on the doom narrative and drags the conversation back toward optimism — diving into Jeff Bezos’ viral interview predicting AI productivity gains so massive that one parent could leave the workforce entirely. They cover the $500K AI-generated film premiering at Cannes, Asmongold’s warning that the top 10% are about to replace the bottom 90%, and Figure’s humanoid robot hitting 200 hours of flawless operation.Tom also takes a flamethrower to California gubernatorial candidate Tom Steyer’s “tax the rich” pitch, walking through a viral breakdown from Bearded Maestro proving the U.S. already spends more per capita on roads, healthcare, and education than it did at the supposed peak of the 50s. He praises Bernie Sanders’ (yes, really) push to cap Super PAC contributions at $5K, calls AOC’s brown-water data-center stunt “treasonous,” and reacts to the $250 million Feeding Our Future fraud sentencing in Minnesota.The conversation gets candid about Tom’s personal portfolio allocation, the CAPE index hitting a level only seen in 1929 and 1999, why deflation is actually good news the government is hiding from you, and a story about Tom’s father-in-law that hits harder than any business win. Whether you’re tuning in for geopolitics, AI predictions, or actionable investing principles, this episode delivers a nuanced look at the forces shaping tomorrow.
00:00 Intro
00:21 Iran Ceasefire Framework Breakdown
08:43 Is Israel Justified In Wanting To Keep The War Going?
14:30 California Tax & Spending Critique plus Lobbying
33:47 Mamdani Live Streaming
36:17 Bernie Sanders’ $5K Super PAC Cap Bill
39:39 Tom Steyer “Tax The Rich” — Bearded Maestro Breakdown
48:23 The Shrinking Middle Class Stat Explained
54:33 Why Tom Doesn’t Like Unions
58:32 Tom Bilyeu’s Full Portfolio Breakdown
01:09:09 Superchat Block A
01:20:30 Minnesota Feeding Our Future — $250M Fraud, 41 Years
01:22:47 Bezos AI Interview
01:31:17 The $500K AI Film At Cannes
01:36:51 AOC’s Brown Water Stunt vs Data Centers
01:44:14 Spotify x Universal AI Licensing Deal
01:55:24 Superchat Block B
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